Arkolith/Funds/Grant Street Asset Management, Inc.

Grant Street Asset Management, Inc.

CIK 1740642
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Grant Street Asset Management, Inc. holds a concentrated book of 92 stocks worth $610.4M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened JPM Interntl Value ETF and trimmed Schwab US Large-Cap ETF. Their largest long position is Ishares Core S&P 500 ETF at 18% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
9
bought for the first time
Added to
33
already held, bought more
Trimmed
37
sold some, still holds it
Sold out
13
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.1%
+13.5%/yr · since Nov '25
Their reported book
+9.1%
held from quarter-end
S&P 500
+14.6%
same window
$9K$10K$10K$11K$11KNov '25Jan '26Mar '26Apr '26Jun '26Aug '26
Grant Street Asset Management, Inc. (copied at disclosure) S&P 500

Growth of $10,000 cloning Grant Street Asset Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
61%
Top 10 holdings
83%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Financials
1%
Health Care
0%
Industrials
0%
Consumer Discretionary
0%
Materials
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Grant Street Asset Management, Inc.

Manager / fundShared namesTheir $ in those
COMMONWEALTH EQUITY SERVICES, LLC79 / 80$19.0B
OSAIC HOLDINGS, INC.79 / 80$16.2B
LPL Financial LLC78 / 80$78.3B
ENVESTNET ASSET MANAGEMENT INC77 / 80$82.7B
Kestra Advisory Services, LLC77 / 80$7.6B
Farther Finance Advisors, LLC77 / 80$3.0B
HARBOUR INVESTMENTS, INC.77 / 80$1.4B
Cetera Investment Advisers76 / 80$22.3B

Ranked by how many of Grant Street Asset Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

92 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$108.6M145.0K
17.8%
+1.3%
Added · +2K sh
2Harbor ETF Trust
LONG TERM GROWER
$90.3M2.78M
14.8%
+18%
Added · +427K sh
3J P Morgan Exchange Traded F
CORE PLUS BD ETF
$85.3M1.82M
14.0%
+3.3%
Added · +58K sh
4Janus Detroit STR TR
HEND SECU IN ETF
$45.1M881.6K
7.4%
+1.3%
Added · +11K sh
5Ishares TR
MSCI EAFE ETF
$42.5M408.7K
7.0%
+1.7%
Added · +7K sh
6Vanguard Admiral FDS Inc
500 VAL IDX FD
$34.7M158.5K
5.7%
+3.9%
Added · +6K sh
7J P Morgan Exchange Traded F
JPMORGAN INTL VL
$26.7M290.6K
4.4%
New
New position
8Innovator Etfs Trust
U S EQ 10 BUFFER
$26.2M774.8K
4.3%
+0.2%
Added · +2K sh
9Vanguard Index FDS
MID CAP ETF
$25.3M314.4K
4.1%
+320%
Added · +239K sh
10Innovator Etfs Trust
EQUI DU DI 5 ETF
$24.5M1.16M
4.0%
+5.9%
Added · +65K sh
11Schwab Strategic TR
US LRG CAP ETF
$11.3M383.4K
1.8%
−0.4%
Reduced · −2K sh
12Schwab Strategic TR
INTL EQTY ETF
$8.0M289.9K
1.3%
+23%
Added · +54K sh
13Invesco Exchange Traded FD T
S&P500 EQL WGT
$6.2M29.3K
1.0%
−1.0%
Reduced · −294 sh
14T Rowe Price Exchange-Traded
PRICE DIV GRWT
$6.0M122.7K
1.0%
+8.7%
Added · +10K sh
15Apple Inc
COM
$4.7M16.3K
0.8%
−2.9%
Reduced · −479 sh
16Ishares TR
RUS TOP 200 ETF
$4.0M21.8K
0.7%
−1.2%
Reduced · −266 sh
17Vanguard Malvern FDS
CORE-PLUS BD ETF
$3.7M47.2K
0.6%
+1.3%
Added · +599 sh
18Ishares TR
RUS 1000 VAL ETF
$3.1M12.8K
0.5%
+0.2%
Added · +30 sh
19Ishares TR
CORE MSCI EAFE
$3.0M31.1K
0.5%
+1.9%
Added · +584 sh
20First TR Exchng Traded FD VI
FT VEST INT JUNE
$3.0M111.9K
0.5%
−6.9%
Reduced · −8K sh
21Ishares TR
RUS 1000 GRW ETF
$2.4M19.7K
0.4%
+281%
Added · +15K sh
22Microsoft Corp
COM
$2.2M5.9K
0.4%
−7.3%
Reduced · −466 sh
23Vanguard Index FDS
EXTEND MKT ETF
$1.9M7.8K
0.3%
+2.8%
Added · +210 sh
24Berkshire Hathaway Inc Del
CL B NEW
$1.9M3.7K
0.3%
−0.8%
Reduced · −30 sh
25JPMorgan Chase & Co
COM
$1.8M5.4K
0.3%
−2.5%
Reduced · −138 sh
26Ishares TR
CORE S&P SCP ETF
$1.6M11.0K
0.3%
−3.0%
Reduced · −347 sh
27Schwab Strategic TR
US BRD MKT ETF
$1.5M53.3K
0.3%
+0.3%
Added · +184 sh
28Caterpillar Inc
COM
$1.4M1.3K
0.2%
Held
29Applied Matls Inc
COM
$1.4M2.0K
0.2%
+0.1%
Added · +2 sh
30State STR SPDR S&P 500 ETF T
TR UNIT
$1.4M1.9K
0.2%
+23%
Added · +351 sh
31Amazon Com Inc
COM
$1.3M5.4K
0.2%
−8.5%
Reduced · −502 sh
32Alphabet Inc
CAP STK CL C
$1.2M3.3K
0.2%
−17%
Reduced · −688 sh
33Alphabet Inc
CAP STK CL A
$1.2M3.3K
0.2%
−22%
Reduced · −907 sh
34First TR Exchng Traded FD VI
FT VEST U.S
$1.2M26.9K
0.2%
−6.9%
Reduced · −2K sh
35Nvidia Corporation
COM
$1.1M5.5K
0.2%
−24%
Reduced · −2K sh
36Vanguard Calif Tax Free FDS
TAX EXEMPT BD FD
$1.0M10.1K
0.2%
New
New position
37First TR Exchng Traded FD VI
FT VEST US EQT
$954K16.9K
0.2%
Held
38Abbvie Inc
COM
$906K3.6K
0.1%
−7.6%
Reduced · −296 sh
39First TR Exchng Traded FD VI
FT VEST US EQT
$696K11.4K
0.1%
Held
40Southern Co
COM
$684K7.1K
0.1%
New
New position
41Vanguard Scottsdale FDS
VNG RUS1000GRW
$676K5.3K
0.1%
+45%
Added · +2K sh
42Johnson & Johnson
COM
$645K2.5K
0.1%
−12%
Reduced · −357 sh
43Visa Inc
COM CL A
$639K1.9K
0.1%
−4.6%
Reduced · −89 sh
44Howmet Aerospace Inc
COM
$626K2.3K
0.1%
Held
45Ishares TR
CORE S&P MCP ETF
$624K8.1K
0.1%
−4.2%
Reduced · −351 sh
46ETF Ser Solutions
APTU DEFD IN ETF
$618K23.1K
0.1%
+0.3%
Added · +81 sh
47Vanguard Admiral FDS Inc
MIDCP 400 IDX
$616K4.7K
0.1%
−0.2%
Reduced · −10 sh
48First TR Exchng Traded FD VI
FT VEST NAS
$594K16.7K
0.1%
Held
49Vanguard Index FDS
S&P 500 ETF SHS
$593K864
0.1%
+150%
Added · +519 sh
50RTX Corporation
COM
$549K2.9K
0.1%
−3.7%
Reduced · −111 sh
Showing 50 of 92 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202692$610.4M13F-HR
Q1 2026Mar 31, 2026May 7, 202696$519.0M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202687$496.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202591$473.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.